Buck Wealth Strategies’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Buck Wealth Strategies’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$76.2K	Buy	+108	New	+$72.3K	0.01%	297
2024 Q2	–	Sell	-898	Closed	-$500K	–	96
2024 Q1	$500K	Buy	+898	New	+$465K	0.17%	57

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Buck Wealth Strategies's MDY Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026: 108 shares worth $76.2K. The stake represents 0.01% of the portfolio and ranks #297 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in MDY as recently as Q1 2024.

Buck Wealth Strategies first reported a position in MDY in Q1 2024 and has held it in 2 quarters since. The position peaked at $500K in Q1 2024. 1,543 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Buck Wealth Strategies held 108 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $76.2K as of Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Buck Wealth Strategies position in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #297 holding.
Buck Wealth Strategies first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2024 and has held it in 2 quarters since.
Buck Wealth Strategies's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $500K in Q1 2024.
1,543 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.